Rivertree Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$157.9M
Q ending 2026-03-31
Prior quarter
$156.9M
Q ending 2025-12-31
Change
+0.7% QoQ · +5.7% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Janus Detroit Str Tr | JAAA | Shares | $11.8M | 233K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $8.0M | 135K |
| Simplify Exchange Traded Fun | BUCK | Shares | $7.3M | 311K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $7.3M | 78K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $7.0M | 140K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $6.7M | 189K |
| Amplify Etf Tr | DIVO | Shares | $6.6M | 148K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $6.6M | 194K |
| Neos Etf Trust | SPYI | Shares | $6.3M | 128K |
| Pimco Etf Tr | PYLD | Shares | $5.4M | 207K |
| First Tr Exchange-Traded Fd | FTGS | Shares | $4.9M | 143K |
| First Tr Exchange Traded Fd | FTHI | Shares | $4.9M | 211K |
| Neos Etf Trust | QQQI | Shares | $4.6M | 93K |
| Pacer Fds Tr | COWZ | Shares | $4.0M | 64K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $3.9M | 153K |
| Eaton Vance Tax-Managed Glob | ETW | Shares | $3.9M | 446K |
| First Tr Exch Traded Fd Iii | SDVD | Shares | $3.9M | 178K |
| Simplify Exchange Traded Fun | AGGH | Shares | $3.2M | 157K |
| Simplify Exchange Traded Fun | SBAR | Shares | $3.1M | 127K |
| First Tr Exchange Traded Fd | FTQI | Shares | $3.1M | 155K |
| First Tr Exchange-Traded Fd | IGLD | Shares | $2.9M | 112K |
| First Tr Exchange Traded Fd | SDVY | Shares | $2.8M | 72K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $2.5M | 102K |
| Alps Etf Tr | AMLP | Shares | $2.5M | 47K |
| Pimco Etf Tr | MINT | Shares | $2.4M | 23K |
| First Tr Exchange Traded Fd | AIRR | Shares | $2.3M | 20K |
| Invesco Exchange Traded Fd T | PWB | Shares | $2.2M | 18K |
| First Tr Exchng Traded Fd Vi | FMAR | Shares | $1.6M | 34K |
| First Tr Exchange Traded Fd | RDVY | Shares | $1.6M | 24K |
| Innovator Etfs Trust | BALT | Shares | $1.6M | 48K |
| Neos Etf Trust | CSHI | Shares | $1.6M | 32K |
| First Tr Exchange-Traded Fd | FCVT | Shares | $1.5M | 33K |
| Invesco Exch Traded Fd Tr Ii | PCY | Shares | $1.4M | 69K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $1.4M | 35K |
| Fidelity Comwlth Tr | ONEQ | Shares | $1.4M | 16K |
| First Tr Exchng Traded Fd Vi | FAPR | Shares | $1.4M | 30K |
| Ishares Tr | EEM | Shares | $1.3M | 23K |
| Tidal Trust Ii | YMAG | Shares | $1.2M | 100K |
| Invesco Exch Traded Fd Tr Ii | PIZ | Shares | $1.0M | 21K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $973K | 14K |
| Spdr Series Trust | BIL | Shares | $899K | 10K |
| First Tr Exchng Traded Fd Vi | QMAR | Shares | $883K | 26K |
| First Tr Exchange-Traded Fd | TDVI | Shares | $827K | 31K |
| Spdr Series Trust | BILS | Shares | $820K | 8K |
| Ishares Tr | ACWI | Shares | $762K | 6K |
| Innovator Etfs Trust | PMAY | Shares | $621K | 16K |
| Blackrock Etf Trust Ii | BINC | Shares | $617K | 12K |
| First Tr Exchange-Traded Alp | FTC | Shares | $577K | 4K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $525K | 10K |
| Columbia Etf Tr I | RECS | Shares | $499K | 13K |
| Spdr Index Shs Fds | EDIV | Shares | $437K | 11K |
| Innovator Etfs Trust | PAUG | Shares | $381K | 9K |
| Energy Transfer L P | ET | Shares | $338K | 18K |
| Ishares Tr | IOO | Shares | $316K | 3K |
| Graniteshares Etf Tr | HIPS | Shares | $272K | 24K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $250K | 384 |
| First Tr Exchng Traded Fd Vi | GMAR | Shares | $246K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $240K | 500 |
| Jpmorgan Chase & Co | JPM | Shares | $235K | 800 |
| First Tr Exchng Traded Fd Vi | DJAN | Shares | $219K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.